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PatrickArn864
Level 1

How to recategorize quickly after deleting and reinstalling bank account

 
1 Comment 1
Kurt_M
QuickBooks Team

How to recategorize quickly after deleting and reinstalling bank account

It's a pleasure to have you here in the Community, @PatrickArn864.

 

You can utilize the Rules feature to seamlessly categorize bank transactions inside your QuickBooks-Self Employed (QBSE), as it also affects old transactions you have on the Transactions page. We'll be happy to write down the steps to get you going:

 

  1. Access your QuickBooks Self-Employed company.
  2. Click the Gear icon and then choose Rules.
  3. Select Create Rule.
  4. In the Description field, enter the customer or vendor you want to create the rule for. Select to check the Match exactly checkbox if you want QuickBooks to only use the rule when transactions match exactly.
  5. From the Account drop-down menu, select the account you want transactions to go into.
  6. From the Type dropdown, select Business, Personal, or Split.
  7. If you want QuickBooks to categorize transactions, select the Category link and choose a category. If you the rule to apply to transactions you've already categorized, select to check the Also apply to past transactions checkbox.
  8. When you're done, select Save.

 

For further guidelines, please see this page: Create rules to speed up reviews in QuickBooks Self-Employed.

 

In addition, here's an article to help you keep track of transactions inside the program: Export transactions and get reports in QuickBooks Self-Employed.

 

We'll be happy to have you here again if you need help managing bank transactions or accomplishing tasks inside the program. Feel free to visit us anytime so we can provide the necessary information to address your query. Keep safe.

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